2016 Spring Conference Speaker

Samantha started her career in financial planning in 1992 after graduating from The University of Akron with a Bachelor's of Science Degree in Business Administration/Finance. She obtained her CERTIFIED FINANCIAL PLANNER™ certification in 1995 and joined Summit in 1996. She has extensive experience and expertise advising clients in the areas of wealth management, comprehensive financial planning and investments. Samantha became a partner in the firm in 2002 and serves as the firm’s Chief Operations Officer and Chief Compliance Officer.

Samantha is an active member of the National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association (FPA). She has served on the NAPFA National Board of Directors as the Treasurer and Midwest Region Chair and the NAPFA Midwest Board of Directors as the President and Treasurer. Samantha has been quoted in numerous financial publications, appeared on CNBC, and is a frequent speaker on financial planning and practice management topics.

Samantha spent her childhood in Oregon and has lived in Ohio since 1984. She resides in Blacklick with her husband Robert and their sons Alec and Aidan. She spends her time away from the office reading, traveling with family and watching her sons play soccer.